Portico Wealth Advisors, LLC
Portico Wealth Advisors, LLC (CRD# 151794) is a financial advisory firm headquartered in Larkspur, CA. They manage $98,888,757 in 143 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management99MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$691,530
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jonathan Leidy (CRD# 4192876) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in Larkspur, CA and has over 17 years of experience in the finance industry. Jonathan Leidy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Tarantino (CRD# 1886426) is an Investment Advisor Representative working at Portico Wealth Advisors, LLC in , and has over 23 years of experience in the finance industry.